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2704 S Goyer Rd, Kokomo, IN 46902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-01-18 |
Branch Locations
8730 Bourgade Ave Suite 100, Lenexa, KS 66219 • United States
2704 S Goyer Rd, Kokomo, IN 46902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lfs Wealth Advisors | Lenexa | KS | 08/2014 | 08/2025 |
| Lfs Wealth Advisors | Lenexa | KS | 08/2025 | Present |
| Cfd Investments, Inc | Kokomo | IN | 08/2025 | Present |
| Creative Financial Designs, Inc | Kokomo | IN | 08/2025 | Present |
1.) Creative Financial Designs, Inc; Investment-related; 2704 S Goyer Rd, Kokomo, IN 46902; Investment Adviser Representative; 8/2025 2.) Independent Insurance Sales; Investment-related; 14654 S Earnshaw St., Olathe, KS 66062; Insurance Sales; Agent; 10/17/2023; 5 hours/month; 5 hours/month; issuing life insurance policies 3.) LFS Wealth Advisors, LLC; Investment-related; Lenexa, KS; DBA name; Managing Director; 07/2014; 160 hours/month; 145 hours during trading hours; Oversee day to day operations of LFS Wealth Advisors, assist clients when needed, and other tasks to keep business running smoothly
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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